EY Tax Manager - Financial Services Private Client 

United States, Illinois, Chicago 

474289260

This position could be located in IL (primary), NY, NJ, MA, FL.

Your key responsibilities

Skills and attributes for success

· Researching tax issues to develop effective tax planning strategies

· Open to all types of tax work from entity to individual

· Translating complex data from a range of sources into client-ready insights and deliverables

· Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service

· Communicating complex tax issues to non-tax professionals and clients

· Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge

· Identifying and reacting to risks and opportunities to improve our services and processes

To qualify for the role you must have

· A bachelor's degree in a related field, supported by significant tax, business or financial planning experience

· A CPA certification or membership in The Bar

· Minimum of 5 years of work experience in professional services or professional tax organization

· A thorough understanding of estate and wealth planning

· Experience with federal and state personal and trust taxation

· Experience with flow through entities (S-Corps, Partnerships, LLC’s)

· Experience with C-Corps including income tax provisions and consolidated federal and state tax returns

· Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds

· A thorough understanding of automated tax processing systems

· A commitment to continuing your learning

· Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you’ll also have

· A proven record in tax planning for owners and families

· A proven record in a professional services environment

· Experience in coaching and mentoring junior colleagues

· Strong analytical skills and attention to detail

· The ability to adapt your work style to work with both internal and client team members

What we look for

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from C-Suite executives to owners and their families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.